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Dec 3, 2012
12/12
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joining us now is jeff sonnenfeld. jeff, it's great to have you here this morning. >> thanks, becky. good to be with you. >> nobody knows corporate management better than you do. why don't we take a look back. tell us first of all what you think maybe the one or two best shake-ups were just in terms of where management success is headed in a company. >> some of the changes that were kind of interesting, is companies like yahoo! ibm and hp. to all be headed by truly brilliant experienced women who have earned their stripes. we can talk about how each is doing on the job, but it is quite a break through year to have these technology titans let by such accomplished leaders. but i would say the moves at apple, as tim cook has found his oats and a critical top lieutenant under jobs was a bold move and widely celebrated, but not initially understood. jenny romini at ibm, it is an incredible story. they've had, you know, a little bit of market disappointments most recently. but it's been a tremendous story. they know what the
joining us now is jeff sonnenfeld. jeff, it's great to have you here this morning. >> thanks, becky. good to be with you. >> nobody knows corporate management better than you do. why don't we take a look back. tell us first of all what you think maybe the one or two best shake-ups were just in terms of where management success is headed in a company. >> some of the changes that were kind of interesting, is companies like yahoo! ibm and hp. to all be headed by truly brilliant...
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Dec 19, 2012
12/12
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just a darned shame they can't do what they have to do now before they precipitate -- jeff immeld say it has gotten soft because of the uncertainty surrounding the cliff. >> you want to talk about bubble s? >> you mentioned the tech bubble in your previous comment. i was looking at numbers i find interesting. in 2000, cisco was selling at 100 times earning, had nobody recommending it and had no yield income and dividend dents at 6 1/2%. this morning, cisco less than 10 times earnings yields 3% and 10 year governments are 1.8% down from 6 1/2. 3% substantially over 10 year government bond rates. the government isn't an equity market, in my opinion a 10 year yield equity market. >> do you like cisco? >> we don't own it. we own qualcomm, we own sprint, googl google. >> you don't own apple? >> we did own apple. we did very well in it. we had a position through options but much smaller than it was. there are questions, issues. i'm not keen on their financial management, in terms of sitting on all that cash, earning zero. i think we should be more creative and innovative. a great company an
just a darned shame they can't do what they have to do now before they precipitate -- jeff immeld say it has gotten soft because of the uncertainty surrounding the cliff. >> you want to talk about bubble s? >> you mentioned the tech bubble in your previous comment. i was looking at numbers i find interesting. in 2000, cisco was selling at 100 times earning, had nobody recommending it and had no yield income and dividend dents at 6 1/2%. this morning, cisco less than 10 times...
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Dec 10, 2012
12/12
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jeff killberg of killer capital. you know, you spelled capital wrong in your name. i guess that was inadvertent. how should traders position themselves? i hear some of the people that are a little mover reactionary, they say capital gains rates could go up so much between now and the end of the year, many stocks could make advances because people will be selling. >> joe, although i'm very distraught at mantea's loss to the height man, i see seller's remorse. a lot of people are worried about that and rightfully so. but additional measures as well as we see some type of resolution out of washington, you could see a nice pick up here in the s&p and that could catch some shorts on the run. >> i wonder about that. with boehner was at any time we could hear that maybe a deal is close or a deal gets made. but, i mean, capital gains no matter what are going up, aren't they? >> that's inevitable, right. and you're seeing one things in the bits here behind me, which will be very loud here this afternoon, the treasury pit is an overcrowded trader now. that was opposite of the
jeff killberg of killer capital. you know, you spelled capital wrong in your name. i guess that was inadvertent. how should traders position themselves? i hear some of the people that are a little mover reactionary, they say capital gains rates could go up so much between now and the end of the year, many stocks could make advances because people will be selling. >> joe, although i'm very distraught at mantea's loss to the height man, i see seller's remorse. a lot of people are worried...
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Dec 11, 2012
12/12
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coming up next hour, we will be sitting down with jeff henserling of texas. right now, let's bring in our coworkers, joe kernen and andrew ross sorkin. thank you. good to see you. >> good to see you, too. >> it wag something to see when we -- well, i'm not going to go into it. but we hugged it out. >> a big bro man. >> the only thing is, you weren't here, which made it bittersweet. >> we'll have her back tomorrow. >> we will. >> we'll see you tomorrow. we hope you had a good trip down on the amtrak. >> i did. >> hopefully you had the bison chili. >> no. there was no bison chili this time. it was steak or a shrimp pasta or -- >> really? >> yeah. >> i've had the shrimp pasta. >> i had the salad. >> i won't eat bison anywhere but on the amtrak. >> sound policy. >> we'll have more from becky and jim cramer will join her in d.c. for now, let's get up on the morning's top stories. the fed is hold ago two-day meeting in washington and a news conference by bernanke is set for tomorrow afternoon. operation twist expires at the end of this month. the central bank is ex
coming up next hour, we will be sitting down with jeff henserling of texas. right now, let's bring in our coworkers, joe kernen and andrew ross sorkin. thank you. good to see you. >> good to see you, too. >> it wag something to see when we -- well, i'm not going to go into it. but we hugged it out. >> a big bro man. >> the only thing is, you weren't here, which made it bittersweet. >> we'll have her back tomorrow. >> we will. >> we'll see you tomorrow....